Articles from Your Financial Advisor in Santa Clarita
Here you’ll find clear, practical articles written by a fee-only fiduciary financial advisor in Santa Clarita. Whether you’re planning for retirement, looking to reduce taxes, navigating Medicare, or thinking about estate planning and legacy, you’ll find straightforward guidance. For personalized support, explore our Financial Advisor Services, Financial Planning for Individuals, or Business Retirement Plan Services.
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Rising Interest Rates
How might they affect investments, housing & retirees? How will Wall Street fare if interest rates climb back to historic norms? Rising interest rates could certainly impact investments, the real estate market and the overall [...]
The Importance of TOD & JTWROS Designations
A convenient move that could ward off probate on your accounts. TOD, JTWROS...what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of ownership – two designations [...]
Preparing to Sell Your Business
Do you have a strategy to follow? Have you created a company that someone will want to buy? Your children won’t necessarily want to take over your business, so an exit strategy is essential to [...]
Retirement Planning With Health Care Expenses in Mind
It is only wise to consider what Medicare won’t cover in the future. As you save for retirement, you also recognize the possibility of having to pay major health care costs in the future. Is [...]
Coping With College Loans
Paying them down, managing their financial impact. Are student loans holding our economy back? Certainly America has recovered from the last recession, but this is an interesting question nonetheless. In a November 2013 address before [...]
The Annual Financial Check-Up
Don't ignore it. Here's why. Here’s the scenario … you get a card in the mail, one of those little reminders that tells you it’s time for your annual financial checkup. Your reaction: I’ll take [...]